Have you ever been a part of one of those trusted conversations where you become privy to information that is so powerful it would disrupt the status quo?
Think of the conversations that occur behind closed doors at the White House, corporate boardrooms or U.S. Central Command. We all understand that there are elements of those [...]
Category Archives: Investment Advisors and Wealth Managers
Behind Closed Doors – The Untold Story About Diversification
Monday, March 8, 2010
Investment Advisor Services Run The Gamut, Which Is Right For You?
Friday, January 22, 2010
A recent New York Times article ‘For Financial Advice, Arriving at the Right Dosage’ is an informative piece describing various options for getting low cost financial advice from an investment advisor. It’s one of the best, most comprehensive and well-balanced articles of its kind. ”Most everyone needs financial advice. The big question is how much. Wealthy families rely [...]
Active Investing by Money Managers Loses in Risk Study
Friday, January 8, 2010
Sam Mamudi of the Wall Street Journal deservingly poked money managers in the eye with his recent report on how such mangers underperformed indexes in both real and risk adjusted returns as revealed by a rigorous Morningstar study on the subject.
As Mamundi states, “While it has been established that most actively managed mutual funds lag [...]
Is Anyone Surprised? Mutual Fund Managers Shun Their Own Funds.
Monday, January 4, 2010
Recent Morningstar research once again reveals what should be common knowledge by now – many Wall Street mutual fund managers are interested in growing their wealth, not yours. Karen Dolan, director of analysis at the firm revealed the pathetic truth about the majority of fund managers and their reticence to invest in their own products.
As [...]
Hire an Investment Advisor or Go It Alone?
Wednesday, December 16, 2009
After reading Rick Ferri’s recent Forbes article ‘Who Cares What The Dow Did Last Week?’ one may question the validity of hiring an investment advisor. With the numerous financial tools available to consumers today, individuals should feel more confident defining and implementing their investing strategy themselves by following his guidelines:
–Settle on an allocation between stocks, [...]
Tracking 9 ETF Portfolios – Surprise Winners and Losers So Far in 2008
Thursday, September 11, 2008
The famous professors at Yale have proven that asset allocation accounts for 90% of a portfolio’s return and that stock picking and market timing account for less than 10%. So what a great time to look at how different asset allocations are faring in this market!
In 2008 it turns out that asset allocation decisions have everything [...]
